Compass Advisory Group LLC Portfolio Holdings
Compass Advisory Group LLC
- $180 Million
- Q3 2024
Compass Advisory Group LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $180 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $54.4M, Vanguard Total Stock Market Et with a value of $17.3M, Vanguard Long Term Treasury Et with a value of $11M, Vanguard Extended Market ETF with a value of $10.9M, and Dimensional ETF Tr U S Target with a value of $10.6M.
Examining the 13F form we can see an increase of $34M in the current position value, from $146M to 180M.
Below you can find more details about Compass Advisory Group LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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